PortfoliosLab logoPortfoliosLab logo
AMP vs. NTRS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AMP vs. NTRS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ameriprise Financial, Inc. (AMP) and Northern Trust Corporation (NTRS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AMP achieves a -6.57% return, which is significantly lower than NTRS's 27.41% return. Over the past 10 years, AMP has outperformed NTRS with an annualized return of 18.50%, while NTRS has yielded a comparatively lower 11.91% annualized return.


AMP

1D
3.21%
1M
-4.12%
YTD
-6.57%
6M
-3.38%
1Y
-9.13%
3Y*
15.00%
5Y*
13.05%
10Y*
18.50%

NTRS

1D
2.74%
1M
7.09%
YTD
27.41%
6M
31.43%
1Y
67.22%
3Y*
36.81%
5Y*
10.82%
10Y*
11.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMP vs. NTRS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMP
Ameriprise Financial, Inc.
-6.57%-6.73%42.10%23.99%4.98%57.92%19.82%63.96%-36.83%56.40%
NTRS
Northern Trust Corporation
27.41%36.92%25.63%-1.02%-23.82%31.65%-9.29%30.59%-14.68%14.18%

Correlation

The correlation between AMP and NTRS is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (10Y)
Calculated over the trailing 10-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2005

0.69

The correlation between AMP and NTRS shifts across timeframes, from 0.60 (1 year) to 0.72 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

AMP:

$30.77

NTRS:

$9.09

PE Ratio

AMP:

14.79

NTRS:

19.03

PEG Ratio

AMP:

1.88

NTRS:

1.50

PS Ratio

AMP:

3.06

NTRS:

2.31

Total Revenue (TTM)

AMP:

$14.42B

NTRS:

$14.30B

Gross Profit (TTM)

AMP:

$7.51B

NTRS:

$8.09B

EBITDA (TTM)

AMP:

$5.13B

NTRS:

$3.21B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AMP vs. NTRS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMP
AMP Risk / Return Rank: 2525
Overall Rank
AMP Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AMP Sortino Ratio Rank: 2323
Sortino Ratio Rank
AMP Omega Ratio Rank: 2323
Omega Ratio Rank
AMP Calmar Ratio Rank: 2727
Calmar Ratio Rank
AMP Martin Ratio Rank: 2727
Martin Ratio Rank

NTRS
NTRS Risk / Return Rank: 9292
Overall Rank
NTRS Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
NTRS Sortino Ratio Rank: 9292
Sortino Ratio Rank
NTRS Omega Ratio Rank: 9090
Omega Ratio Rank
NTRS Calmar Ratio Rank: 9292
Calmar Ratio Rank
NTRS Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMP vs. NTRS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Northern Trust Corporation (NTRS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AMPNTRSDifference
Sharpe ratioReturn per unit of total volatility

-2.94

Sortino ratioReturn per unit of downside risk

-3.86

Omega ratioGain probability vs. loss probability

0.96

1.44

-0.48

Calmar ratioReturn relative to maximum drawdown

-0.44

5.45

-5.89

Martin ratioReturn relative to average drawdown

-0.79

14.73

-15.52

AMP vs. NTRS - Sharpe Ratio Comparison

The current AMP Sharpe Ratio is -0.37, which is lower than the NTRS Sharpe Ratio of 2.58. The chart below compares the historical Sharpe Ratios of AMP and NTRS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


AMPNTRSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.37

2.58

-2.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.37

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.39

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.39

0.00

Drawdowns

AMP vs. NTRS - Drawdown Comparison

The maximum AMP drawdown since its inception was -81.14%, which is greater than NTRS's maximum drawdown of -67.67%. Use the drawdown chart below to compare losses from any high point for AMP and NTRS.


Loading charts...

Drawdown Indicators


AMPNTRSDifference

Max Drawdown

Largest peak-to-trough decline

-81.14%

-67.67%

-13.47%

Max Drawdown (1Y)

Largest decline over 1 year

-20.87%

-12.39%

-8.48%

Max Drawdown (3Y)

Largest decline over 3 years

-26.39%

-25.21%

-1.18%

Max Drawdown (5Y)

Largest decline over 5 years

-31.54%

-50.03%

+18.49%

Max Drawdown (10Y)

Largest decline over 10 years

-53.88%

-50.03%

-3.85%

Current Drawdown

Current decline from peak

-19.33%

0.00%

-19.33%

Average Drawdown

Average peak-to-trough decline

-15.13%

-20.96%

+5.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.65%

4.58%

+7.07%

Volatility

AMP vs. NTRS - Volatility Comparison

Ameriprise Financial, Inc. (AMP) has a higher volatility of 6.85% compared to Northern Trust Corporation (NTRS) at 5.05%. This indicates that AMP's price experiences larger fluctuations and is considered to be riskier than NTRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AMPNTRSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.85%

5.05%

+1.80%

Volatility (6M)

Calculated over the trailing 6-month period

19.75%

18.81%

+0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

24.93%

26.26%

-1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.83%

29.58%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.97%

30.37%

+3.60%

Dividends

AMP vs. NTRS - Dividend Comparison

AMP's dividend yield for the trailing twelve months is around 1.43%, less than NTRS's 1.82% yield.


PositionTTM20252024202320222021202020192018201720162015
AMP
Ameriprise Financial, Inc.
1.43%1.28%1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%
NTRS
Northern Trust Corporation
1.82%2.27%2.93%3.56%3.28%2.34%3.01%2.45%2.32%1.60%1.66%1.96%

Financials

AMP vs. NTRS - Financials Comparison

This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and Northern Trust Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B202220232024202520260
3.61B
(AMP) Total Revenue
(NTRS) Total Revenue
Values in USD except per share items

Frequently Asked Questions


AMP and NTRS have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AMP has higher volatility (6.85%) compared to NTRS (5.05%). In terms of maximum drawdown, AMP dropped -81.14% vs NTRS's -67.67%.

NTRS currently has the higher Sharpe Ratio (2.58 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AMP and NTRS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer